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Strategic insights: Fed signals, credit markets, and market implications
Episode 98
Published 7 months, 3 weeks ago
Description
Fed Chair Powell excited investors last Friday with hints of a potential September rate cut. What’s next for credit markets?
Anne Greenwood, Institutional Portfolio Manager with RBC BlueBay’s Fixed Income team, breaks down the market reaction to the Jackson Hole Symposium.
- Fed Chair Jerome Powell signaled the potential for a September rate cut, citing balanced labor markets and easing inflation risks.
- U.S. risk assets remain well supported, but heightened uncertainty and a wide range of outcomes suggest volatility is likely to persist.
- It is important to maintain a cautious approach to credit risk and liquidity as markets prepare for seasonal shifts in debt supply.